Desk Administrator

3 weeks ago

London, United Kingdom Carousel Consultancy Ltd Full time

Desk Administrator - Investment / Finance - Central London / Hybrid Working - £32k-£40k + benefits and bonus

  • Great opportunity for a Financial Services Client Administrator (or similar), with c2+ years experience in Finance / Investment / Wealth Management to join a small yet successful team
  • Provide administrative support to investment service activities
  • Competitive salary and benefits package offered
  • Incredible offices, great location and dynamic and sociable environment
  • Hybrid working - 3 days per week in the office

Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Financial Services Client Administrator, with c 2 years experience, to join them as a Desk Administrator.

The role will suit someone with a keen interest in wealth / investment management, our client will help support career progression and further study for those wishing to undertake qualifications.

Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial.

Opportunity: Our client is a well-established, successful investment / wealth management firm. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.

Key responsibilities in this Desk Administrator - Investment Management role will include:

  • Assisting with new client account opening process
  • Assisting with drafting client reports, documentation and correspondence
  • Developing and maintaining client relationships, arranging and assisting at meetings as needed
  • Extensive typing and filing
  • Proofreading and checking all documentation
  • Maintaining all records and ensuring the CRM is up-to-date
  • Preparing payment, transfer and other Investment Administration forms
  • Ad hoc projects

And more

What we’re looking for:

  • Previous relevant financial administration experience, ideally client administration
  • c2 years experience in Investment / Wealth Management
  • Experience of dealing with processes and procedures
  • Excellent written and verbal communication skills
  • Demonstrable ability to build and maintain business relationships
  • Highly organised, methodical and meticulous nature
  • Analytical and numerate
  • Ability to multi-task, prioritise and work to deadlines
  • IT literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint plus fast, accurate typing / keyboard skills
  • An understanding of the UK Regulatory framework is desirable
  • A demonstrable interest in City Markets and Private Client Fund Management is beneficial

Interested in this Investment Desk Administrator role?

This incredibly interesting role will challenge the right candidate; if this is what you’re looking for, please submit your CV ASAP, quoting ‘AE - Desk Administrator - Investment Management’

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